Sound Investing

Latest Episodes:

Financial Independence Retire Early (Part 2) Sep 18, 2019

Show notes

In this sequel to Part 1, Paul and Ed Fulbright of Fulbright & Fulbright, CPA, PA, continue their conversation about the growing interest in the Financial Independence Retire Early (FIRE) Movement on Ed’s weekly educational radio program, Mastering Your Money. Paul talks about his experience with FIRE, including the recent movie, “Playing With Fire”, his (first) …

Financial Independence Retire Early (Part 1) Sep 11, 2019

Show notes

Financial Independence Retire Early (Part 1) Paul joins Ed Fulbright of Fulbright & Fulbright, CPA, PA, on his weekly educational radio program, Mastering Your Money, to discuss the FIRE Movement. F.I.R.E. is an acronym for Financial Independence Retire Early. It’s a growing movement of people who are practicing FIRE principles — high savings rates, frugal living, and low-cost index funds — with the expectation of …

Target Date Funds: America’s #1 Retirement Investment Sep 04, 2019

Show notes

This podcast is the audio-only version of the video, Target Date Funds: America’s #1 Retirement Investment, in which Paul illuminates why Target Date Funds are America’s best retirement investment, and how to maximize that investment with his 2-Funds-For-Life Strategy. While this strategy is ideal for young and first-time investors, it can be effectively used by investors at any stage who want to …

Are These Two Funds the Only Ones You Need for Life? Aug 28, 2019

Show notes

In this interview — with Joe Andersen, CFP and “Big Al Clopine, CPA of Pure Financial Advisors, Inc. on their podcast, “Your Money Your Wealth” — Paul makes the case that owning just two funds for life is a “home-run” investing strategy for some investors. Plus, the hosts answer your money questions: how should teachers, and others without Social Security or pension, save for retirement? …

How to avoid the big mistakes pre-retirees make Aug 21, 2019

Show notes

How to avoid the big mistakes pre-retirees make Paul addresses the huge decisions facing investors in the final push to meet their retirement goals, about 10 years before retirement. Cautioning against the tendency to jump from one strategy to another or be swayed by Wall Street, Paul presents 12 points for creating a solid long-term investment strategy before you …

Talking Real Money Aug 14, 2019

Show notes

Paul joins old friend and Vestory advisor, Tom Cock, on Tom’s Seattle radio show, “Talking Real Money”, which begins with addressing the need for emergency money. In answering call-in questions, they discuss the major decision of when to start taking Social Security, annuities, FIRE (Financial Independence Retire Early), how often to rebalance a Buy-and-Hold portfolio at M1 Finance, possible …

Understanding the 2 Funds for Life strategy Aug 07, 2019

Show notes

In October 2018, Paul and Chris Pedersen recorded a video that offers a new and significant advantage to standard Target Date Funds. Following the release of the YouTube video, “2 Funds for Life — A simple strategy to maximize your retirement investments,” Paul responded to many questions and decided to use this podcast to expand his answers to several of …

21 things mutual funds won’t tell you Aug 06, 2019

Show notes

Are you aware of the many ways that mutual funds can legally and cleverly mislead investors? An investor should be able to expect the truth, the whole truth and nothing but the truth but, in reality, mutual funds are marketed putting the best foot forward, like almost every other highly-profitable product. In this podcast, produced for the PBS Special, “Financial …

Is dollar cost averaging the best approach? And what’s the future of small-cap value index funds? Jul 31, 2019

Show notes

In a recent article and podcast on diversification, Paul noted that dollar cost averaging can be a form of timing diversification. It ensures that an investor will not put all his/her money in at the top of a market. It also ensures “picking up more shares when prices are lower and fewer shares when prices are higher.” Paul suggested that …

7 Q&A’s on Expected Risk and Return in Today’s Market Jul 24, 2019

Show notes

Paul addresses each of these questions which reflect some aspect of investor’s concerns related to risks and returns. How can people invest in a system that is destined to collapse under our massive national debt? What average yearly return do you expect for your different stock/bond Best-In-Class portfolios over the next 5 to 10 years? What do you expect …

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